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Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,196 | $57,108+66.7% | $94,228+1.0% | $52,331+81.9% |
| Participation rate | 98.1% | 72.9%+25.1pp | 78.8%+19.3pp | 68.1%+30.0pp |
| Annual return | 1.24% | 1.47%-0.2pp | 10.68%-9.4pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,974 | $1,735+13.8% | $3,587-45.0% | $1,882+4.9% |
| Participant deferral / active EE | $4,916 | $3,040+61.7% | $4,320+13.8% | $3,022+62.7% |
| Admin fee / account holder | $237 | $546-56.7% | $6,269-96.2% | $592-60.0% |